In the end, therefore, a 0.5%cut in interest rates . I have to say that I was expecting only a 0.25% reduction. In my portfolio, I hope this will help mainly REITs ($O-0.6%, $VICI-0.5%) and maybe even $CVS+2.7%.
What stocks in your portfolio have been, or will be, significantly (positively) impacted by the interest rate cut?
Shares of $MO+0.2% have been rising nicely now and it looks like they will rise even more now that interest rates have been cut.